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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,629 | $93,598-8.5% | $135,974-37.0% | $75,173+13.9% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+0.9pp | 67.2%+15.7pp |
| Annual return | 46.68% | 30.89%+15.8pp | 68.30%-21.6pp | 160.72%-114.0pp |
| Employer contribution / active EE | $5,372 | $3,538+51.9% | $4,859+10.6% | $2,671+101.1% |
| Participant deferral / active EE | $11,628 | $6,405+81.5% | $7,760+49.8% | $4,126+181.8% |
| Admin fee / account holder | $6,102 | $6,978-12.6% | $10,767-43.3% | $5,651+8.0% |